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Name Holding Trade Value Shares
Change
Change in
Stake
FGC
401
Financial Gravity Companies
Texas
$16K +$15.3K +592 New
QAM
402
QCI Asset Management
New York
$15K
VCM
403
Versant Capital Management
Arizona
$15K +$6.27K +243 +68%
GAM
404
Gemmer Asset Management
California
$14K
WT
405
Whittier Trust
California
$14K +$8.49K +329 +152%
EWM
406
Executive Wealth Management
Michigan
$14K +$14.2K +550 New
HCM
407
Hilton Capital Management
New York
$13K
LNB
408
Ledyard National Bank
$13K
NSIM
409
North Star Investment Management
Illinois
$13K
PCTC
410
Perkins Coie Trust Company
Washington
$13K
PCP
411
Proficio Capital Partners
Massachusetts
$13K
GRP
412
Global Retirement Partners
California
$13K +$3.66K +142 +37%
CFD
413
Creative Financial Designs
Indiana
$12K +$26 +1 +0.2%
FDCDDQ
414
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.3K +$11.5K +445 New
JFGIW
415
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K -$1.57K -61 -13%
LFA
416
Legacy Financial Advisors
Kentucky
$11K
BBA
417
Braun-Bostich & Associates
Pennsylvania
$10K
CHC
418
City Holding Co
West Virginia
$10K
DSI
419
Daiwa SB Investments
Japan
$10K
GTAM
420
Global Trust Asset Management
Florida
$10K
WANY
421
Wealthspire Advisors (New York)
New York
$10K +$10.5K +407 New
AOWM
422
Alpha Omega Wealth Management
Virginia
$9K -$10.4K -404 -53%
FHA
423
First Horizon Advisors
Tennessee
$9K -$6.78K -263 -41%
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$9K -$4.49K -174 -34%
AIS
425
Accurate Investment Solutions
Pennsylvania
$9K +$77 +3 +0.8%